Lisa Anne Holton

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Bespoke-Advice Limited

    FRN 616019

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 15 Apr 2023)
    • [FCA CF] Client dealing (since 15 Apr 2023)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF1 Director (AR) (11 Jun 2012 to 4 Nov 2014)
    • CF30 Customer (21 Apr 2011 to 4 Nov 2014)
  • Lewis & Co (Investments & Pensions) Limited (no longer approved here)

    FRN 143646

    • CF30 Customer (1 Nov 2007 to 21 May 2009)
    • CF24 Pension Transfer Specialist (29 Sep 2006 to 31 Oct 2007)
    • CF21 Investment Adviser (7 May 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (13 Mar 2003 to 7 May 2004)

Recent activity

Updates to this individual's record on the FCA register.

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